{
  "crd_number": 289145,
  "slug": "the-coury-firm-pittsburgh-pa-289145",
  "primary_business_name": "THE COURY FIRM",
  "legal_name": "COURY FIRM ASSET MANAGEMENT LLC",
  "dbas": [
    "P.I. GATEWAY",
    "THE COURY FIRM"
  ],
  "city": "Pittsburgh",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-03-02",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1324806135.0,
  "raum_discretionary": 1103224964.0,
  "raum_non_discretionary": 221581171.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 23,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 20293991.0,
      "count": 7
    },
    "individuals": {
      "raum": 36416835.0,
      "count": 89
    },
    "pension_profit_sharing": {
      "raum": 174386864.0,
      "count": 17
    },
    "high_net_worth_individuals": {
      "raum": 690166983.0,
      "count": 117
    },
    "pooled_investment_vehicles": {
      "raum": 167426781.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 236114681.0,
      "count": 20
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE",
    "FL",
    "PA",
    "WV"
  ],
  "websites": [
    "https://couryfirm.com",
    "https://linkedin.com/company/couryfirm",
    "https://linkedin.com/posts/pigateway",
    "https://pigatewayco.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289145",
  "city_as_filed": "PITTSBURGH",
  "url": "https://advisorcensus.com/firm/the-coury-firm-pittsburgh-pa-289145",
  "display_name": "The Coury Firm",
  "summary": "The Coury Firm is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. The Coury Firm (CRD 289145): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is The Coury Firm compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Coury Firm reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is The Coury Firm located?",
      "a": "The Coury Firm's principal office is in Pittsburgh, PA, according to its Form ADV."
    },
    {
      "q": "Is The Coury Firm registered with the SEC or a state?",
      "a": "The Coury Firm is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 289145."
    },
    {
      "q": "How much does The Coury Firm manage?",
      "a": "The Coury Firm reports $1,324,806,135 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (83% discretionary)."
    },
    {
      "q": "How have The Coury Firm's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Coury Firm: Regulatory assets under management: $896,716,031 in the October 2021 data and $1,324,806,135 in the October 2026 data, up 48%. Total employees: 20 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Coury Firm serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (117); individuals (other than high net worth individuals) (89); corporations or other businesses not listed above (20)."
    },
    {
      "q": "Which custodians does The Coury Firm use?",
      "a": "The Coury Firm's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Institutional as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does The Coury Firm report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289145"
    },
    {
      "q": "What changed in The Coury Firm's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 10 to 12. Regulatory assets under management went from $1,189,533,934 to $1,324,806,135 (+11%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 896716031.0,
      "total_employees": 20,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1048385969.0,
      "total_employees": 17,
      "filing_date": "2022-04-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 997019611.0,
      "total_employees": 19,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1141821346.0,
      "total_employees": 24,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1189533934.0,
      "total_employees": 21,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1324806135.0,
      "total_employees": 23,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 12.",
        "Regulatory assets under management went from $1,189,533,934 to $1,324,806,135 (+11%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Institutional",
      "name_as_filed": "FIDELITY INSTITUTIONAL",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/the-coury-firm-pittsburgh-pa-289145.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 89,
      "fewer_than_5": false,
      "raum": 36416835.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 117,
      "fewer_than_5": false,
      "raum": 690166983.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 167426781.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 174386864.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 20293991.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 20,
      "fewer_than_5": false,
      "raum": 236114681.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289145",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}